Forbes writer Julie Jason interviewed Tax Manager Alex Kotwal for a column about the complicated situations involving 401(k)s that can arise when working after age 72.
By Julie Jason
Since each person’s tax situation is unique, you’ll need to consult with your tax adviser for answers that apply to you.p>
These reader situations can help illustrate how the rules work. I reached out to Alex Kotwal, a CPA and tax manager for Marcum LLP, a national accounting and advisory firm, for some general insights.